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This training resource is for TA Providers and will explain the purpose, how to access, and how to complete TA notes in Catamaran.

What are the purpose of TA Notes?

For each Corrective Action Plan (CAP) or Toolkit issued in Catamaran, the Office of Special Education (OSE) has provided a TA Notes page available on each CAP menu. The purpose is to keep a comprehensive record of the technical assistance provided to a district so that OSE can document that the local has been provided assistance.

OSE requests that the TA Notes page be kept up to date by the TA provider. The TA provider uses this page to document all contact with the district including CAP development, progress report notes, and updates on the activities of the CAP. The TA Notes page is a documentation forum for both the work of the district on their CAP and the work of the TA provider for billing purposes.

How Do I Access TA Notes?

  1. Access the CAP from your Task Overview, Monitoring Tasks Overview, or the Search function. Click on the CAP link in the Activity column.
  2. On the CAP Menu, click on the TA Notes link.
Note: If working on an Uncorrected Noncompliance (UNC) CAP, make sure to complete and save your work in the original CAP on a regular basis (not in the UNC).

How Do I Complete TA Notes?

The top half of the TA Notes page is provided to record the ongoing technical assistance provided at the beginning of the CAP Process.

  1. Include your name and contact information under the TA Team
  2. Document your contact with the district under the TA Notes – Interaction Highlights For each contact with the district, be sure to include the date, your initials, Contact Type (select from the drop-down menu), any applicable notes, and then rate the visit.
  3. Save the page each time you record information on the TA Notes Page.
Note: The district cannot view or access the TA Notes page; only the assigned TA Provider, ISD, or MDE may view and edit the TA Notes page.
  1. Use the Browse button under TA Notes – Interaction Highlights to upload any supporting documents, such as an Assurance Statement. After uploading documents or entering information, be sure to select the Save button at the top of your screen.
  1. At the end of the CAP Process, complete the TA Provider Feedback and Reflection located at the bottom of the TA Notes page. OSE recommends that this section is completed prior to submitting the CAP to MDE for Closeout.
Note: Remember to select the SAVE button at the top of the screen after entering information or uploading a document before closing out of the system.